Release of Information
A signed Release of Information (ROI) is required in order to allow KBH to share/release client information with any outside entity in any capacity.
Use this screen to view past and current releases or create new ones.
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 Blank Release of Information (ROI) Forms For print or PDF download  | |
| Waterville | |
| 11 Caldwell Rd., Augusta | |
| 66 Stone St., Augusta | |
From the Client Menu


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Use the dropdown list to choose which Status of releases you would like to view. Check the Default box to save your preference. | 
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 Generate a new release. 
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 Generate a General Payor release. 
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 Generate a new release in PDF form. This will pre-fill client information at the top but will be otherwise blank for you to print and manually complete. 
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Delete the selected release. | 
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 View the release in PDF form. 
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 To renew the release. 
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 Allow the selected release to expire without generating a Neo alert to renew it. 
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 Add a comment for this release or read previously stored comments. 
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Release was printed onto paper and signed by client and then scanned into their chart. Use this button to view the original scanned copy. | 
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Select this release to view/edit (not available on releases that have already been signed, or have expired) | 
Release Status Meanings  | ||
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Active | Release has been signed, and it is still within the approved time frame. | 
| Inactive | Release not active. | |
| Expired | Release had been signed by client; however, time limit has been surpassed. | |
| Revoked | Release was once active, but client withdrew consent for release prior to the original release's expiration date. | |
| Invalid | Release has been designated as not valid. | |
| Declined | Client has not to sign this release. | |
| Waiting For Client Signature | Release has been sent to the Client Portal for signature. | |
| Waiting For Staff Approval | 
 Release has been signed by client and has been designated to require staff review/approval before it will be categorized as active. 
 Review/approval is done through the Document Delivery screen. ![]()  | 
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